University Financial Strategies Blog

Sample Interactive Planning

Sample Interactive Planning

See how we interactively help you plan for the future     The Way We Shop For College Is All Wrong.Because most families cannot simply save enough or earn enough to write a check for college, being smarter consumers of education is imperative.In This Guide...

Solutions for College Sticker Shock

Solutions for College Sticker Shock

Solutions for College Sticker Shock   Imagine your reaction to the following scene: You return home from work one evening to discover your teenage daughter excitedly waving a letter. When you calm her down, she informs you she has just been accepted to the...

College Financial Aid: Do Your Homework

College Financial Aid: Do Your Homework

If one or more of your children will reach college age soon, you may be wondering how you will manage all the costs. For many families, a financial aid package provides some level of tuition support in the form of grants, scholarships, loans, or work-study placements....

The Best Student Loan Options

The Best Student Loan Options

It is less than 3 weeks before my oldest daughter goes off to College and every day I get some type of letter offering us ways to pay for it. The latest letter says “Figuring out how you”ll pay for college can be tough”.   They go on to say they are here to provide...

Planning Services We Offer

Planning Services We Offer

PLANNING SERVICES WE OFFER  At University Financial Strategies, LLC. our advisors offer FEE Only services and specialize in helping individuals, and families address the financial issues that arise throughout life. Our mission is to facilitate financial wellness for...

Would You Like Help Creating A Plan For Your Child’s College Fund Or Your Own Retirement Needs?
We Help Families & Individuals Create Financial Plans For Success.
Mark Kelly, CERTIFIED FINANCIAL PLANNER™
We are recommended by the Dave Ramsey SmartVestor Network

Check the background of this financial professional on FINRA’s BrokerCheck & AdvisorInfo

At University Financial Strategies our mission is to help families think beyond just saving for college, but helping leverage strategies that leverage your unique situation to help you save on college costs. We take into consideration topics like specialized college-planning strategies for business owners, planning for financial aid, school-specific scholarships, coordinating college planning with grandparents, cash-flow strategies and options for covering shortfalls, to name just a few.

Disclaimer

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, University Financial Strategies, LLC.(referred to as "University Financial Strategies") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement and suitability for a particular purpose. University Financial Strategies, LLC.does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice,  as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments.

Your use of the information is at your sole risk. Under no circumstances shall University Financial Strategies, LLC.be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if University Financial Strategies, LLC.or a University Financial Strategies, LLC.authorized representative has been advised of the possibility of such damages. In no event shall University Financial Strategies, LLC.have any liability to you for damages, losses and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.